Financial Resources For You

There are tons of impartial financial resources available out there from government entities. The trick can be wading through the muck to find the information you’re looking for. The Office of the Comptroller of the Currency put together a great list. Read below for information on everything from avoiding scams to games for kids to teach them about their finances.

Resource Corner

AchievABLE Corner
The National Disability Institute and CalABLE offer just-in-time financial education resources and tools for potential and current CalABLE account holders.

Age-Friendly Banking and Low- to Moderate-Income Older Adults: Standards for a Growing Market
This report from the National Community Reinvestment Coalition addresses the core features and standards of personal age-friendly banking accounts that allow older adults to remain banked and secure, weather financial emergencies, and save money.

Consumer.gov
This Federal Trade Commission website provides resources about credit, debt, identity theft, and avoiding scams, as well as budgeting, opening a bank account, shopping for prepaid cards, and managing money in general. The website is available in Spanish at www.consumidor.gov.

FDIC Deposit Insurance Education Materials
The Federal Deposit Insurance Corporation has made significant improvements to its deposit insurance education materials. The changes are designed to allow the public to quickly access basic information while still offering the traditional in-depth and comprehensive deposit insurance information.

Financial Scams Targeting Military Consumers
This infographic from the American Bankers Association Foundation and the Association of Military Banks of America identifies the top three riskiest scams targeting military consumers and what consumers can do to protect their money.

Focus on Native Communities Guide
This guide from the Consumer Financial Protection Bureau provides organizations with information that meaningfully connects the Bureau’s Your Money, Your Goals guides to the financial lives of Native community members.

IdentityTheft.gov
This Federal Trade Commission website helps people report and recover from identity theft. It is available in Spanish at Robodeidentidad.gov.

Misadventures in Money Management
The Consumer Financial Protection Bureau’s Office of Servicemembers Affairs offers this gamified, cutting-edge learning experience that trains current and future servicemembers to navigate financial land mines in a fun and interactive way.

MoneySKILL
The American Financial Services Association Education Foundation offers this online personal finance curriculum with 37 modules focused on a variety of topics, including income, expenses, saving and investing, credit, and insurance. The curriculum is available in Spanish.

MyMoney.gov
This U.S. Department of the Treasury website provides financial education information and resources from across the federal government. The website highlights MyMoney Five (which provides links to resources and tools related to five principles for managing money), a research clearinghouse, games for youth focused on money, and a section on financial choices for major life events.

NGPF Arcade
Next Gen Personal Finance offers seven online games that make personal finance come alive for middle and high school students.

OCC Financial Literacy Resource Directory
The resource directory provides information on financial literacy resources, issues, and events of importance to bankers, organizations, and consumers of all ages. The resource directory includes descriptions of, and contact information for, government programs on financial literacy education and capability and a sampling of organizations whose missions are to support financial literacy through campaigns, fact sheets, newsletters, conference materials, publications, and websites.

Older Americans Benchmarking Report
This report presents findings from the American Bankers Association Foundation’s 2019 Older Americans Benchmarking Survey which is designed to capture data on how banks educate older Americans, respond to fraudulent activity, and train their staffs to protect older customers.

Program for International Student Assessment: Financial Literacy Brief
This Consumer Financial Protection Bureau research brief helps stakeholders understand how the Program for International Student Assessment (PISA) financial literacy data about the United States may be used to identify effective approaches to financial education and better define metrics for success.

Protecting Older Consumers 2018–2019: Report of the Federal Trade Commission
This Federal Trade Commission report identifies scams perpetrated on older Americans and suggests steps to protect older consumers from fraud.

SEC Investor.gov Alerts and Bulletins
The U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy provides numerous news alerts and bulletins for individual investors. Learning how to invest wisely and safely can assist investors in reaching their financial and retirement goals. These reports help inform investors about fraud and other information relevant to investing in stocks, bonds, mutual funds, and other securities.

Tax Time: An Opportunity to Start Small and Save Up
This Consumer Financial Protection Bureau report discusses the results of the Tax Time Savings Initiative for the 2019 tax season.

Too Good to Be True Video
The U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy and Retail Strategy Task Force created this video, which shows common scamming tactics.

U.S. Financial Health Pulse: 2019 Trends Report and Interactive Web Site
This report from the Financial Health Network gives new insights into the financial health of Americans and offers financial services providers, innovators, policymakers, and researchers actional insights to improve financial health for all. The interactive website allows visitors to compare year-over-year trends and data.

Without a Trace
The U.S. Securities and Exchange Commission’s Office of Investor Education and Advocacy and Retail Strategy Task Force created this video, which urges skepticism when paying for investments with a credit card or wiring money abroad.